Senior OCIO Investment Consultant
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-28
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
LPL Financial Research seeks a Senior Consultant to lead an OCIO team, shaping investment governance, policy, and portfolio construction within advisor practices. You will guide investment processes, supervise analysts, and align outcomes with business objectives while supporting client reviews and sales enablement.
Ideal candidates bring 5+ years in investment consulting, CFA/Series licenses preferred, and strong communication skills to engage with internal and external stakeholders.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×